Macro Analysis & Slide Decks
Tony is best known for the practical application of macro data. He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.
In this short video we address the opposing voices in the market. The recent economic and money based indicators reinforce the recession view, while the momentum in the market…Read More
In this short video we discuss our market gameplan for if/when the market transitions from “bad news is good news” to “bad news is bad news.” We are more…Read More
In this short video we highlight why we believe inflation isn’t the issue for 2023, and what to look for in identifying when a recession begins…Read More